U.S. Capital Wealth Advisors’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $571K | Hold |
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|
2025
Q2 | $547K | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $514K | Buy |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $199K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $245K | Buy |
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